Headers

• X-PLANNR-ACCOUNT-UUID string

Path parameters

• factFindRequest_uuid string Required

Responses

• 200 application/json
  Hide response attributes Show response attributes object

  • uuid string

    The UUID of the resource.

  • created_at string

    The timestamp of when the resource was created.

  • updated_at string

    The timestamp of when the resource was updated.

  • status string

    The status of the fact-find request. Available options: in_progress,complete,approved,rejected

  • completed_at string

    The datetime when the fact-find request has been completed

  • invitation_text string

    The text that is used in the notification/email sent out to the client.

  • schema object

    The fact-find schema used for the fact-find request.

    Hide schema attributes Show schema attributes object

    • uuid string
    • created_at string
    • updated_at string
    • archived_at string
    • is_archived boolean
    • name string
    • introduction_html string
    • sections_count integer
    • public_url string
  • latest_file object

    The latest file that has been generated for the fact-find request.

    Hide latest_file attributes Show latest_file attributes object

    • uuid string
    • created_at string
    • original_created_at string
    • updated_at string
    • uploaded_at string
    • status string
    • filename string
    • name string
    • extension string
    • type string
    • size string
    • path string
    • last_modified string
    • progress string
    • download_url string
    • folder_name string
    • folder string
    • documentable_type string
    • documentable string
    • navigator object
      Hide navigator attributes Show navigator attributes object

      • model_type string
      • model_uuid string
    • firm string
    • account string
    • tags string
  • account object

    The account that the fact-find request was sent to. Only visible when listing fact-find requests for a circle.

    Hide account attributes Show account attributes object

    • uuid string
    • created_at string
    • updated_at string
    • type string
    • role string
    • first_name string
    • last_name string
    • name string
    • email string
    • photo_url string
    • external_references string
  • invitation_url string

    The invitation URL sent to the client.

  • fact_find_passes object

    The fact find passes added to the fact-find request.

    Hide fact_find_passes attributes Show fact_find_passes attributes object

    • uuid string
    • created_at string
    • updated_at string
    • firm object
      Hide firm attributes Show firm attributes object

      • uuid string
      • name string
    • account string
    • circle object
      Hide circle attributes Show circle attributes object

      • uuid string
      • name string
    • expires_at string
    • progress integer
    • is_complete boolean
    • completed_sections integer